UNITED BROKERAGE SERVICES INC

514 Market Street
Parkersburg, West Virginia 26101
Tel: 888-424-6158

About UNITED BROKERAGE SERVICES INC

UNITED BROKERAGE SERVICES INC, formally registered with the SEC as UNITED BROKERAGE SERVICES INC. The firm was established in 01/09/2015. They have over 80 offices throughout the country.

UNITED BROKERAGE SERVICES INC is a Parkersburg, West Virginia based Financial Planning firm with nearly $249,745,693 assets under management, offering retirement planning & investment advisory services to 790 clients. The firm is staffed with 101 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	39062
SEC#	801-80804
Assets Managed by Firm	$249,745,693
No. of Clients	790
No. of Advisors	101

Fee Structure

A percentage of AUM

Advisory Services Provided

Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	790	$249,745,693
Individuals (other than high net worth individuals)	774	$237,683,337
High net worth individuals	16	$12,062,356

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GALLIARD CAPITAL MANAGEMENT 800 Lasalle Ave. Ste 1400 Minneapolis, MN, 55402-2054	$85,511,782,543	279	102
RBC GLOBAL ASSET MANAGEMENT (U.S.) INC. 250 Nicollet Mall, Suite 1550 Minneapolis, MN, 55401-7585	$76,497,109,888	227	193

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